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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Is there a way to chan...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Is there a way to change the form based on business process flow?

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Posted on by Community Member

Hi guys, I have a base form in one BPF after I fill this info I hit Saved and the business process flow starts. 

pastedimage1584063804841v1.png

Lets name this process, Process 1, this process is inside one entity named opportunity. 

Inside this entity, I have made a second BPF named Proccess 2, even though it's a new process, it still have the same base form. 

Is there a way to change the based form and to change the fields inside?  

I need to fill a different info but still in the same entity. 

Thanks 

I have the same question (0)
  • Ram2020 Profile Picture
    Ram2020 15 on at

    You can invoke the second form from the plugin.

  • Suggested answer
    Flydancer Profile Picture
    Flydancer 1,332 on at

    @Ram2020 completelly wrong and not even possible

    you could check in which (process) stage you currently are and hide/show fields depending on it

    function getStage()
{
var activeStage = Xrm.Page.data.process.getActiveStage();
var stageId = activeStage.getId();
var stagename = activeStage.getName();
}

  • Community Member Profile Picture
    Community Member on at

    What plugin?

  • Ram2020 Profile Picture
    Ram2020 15 on at

    sorry i mean programmatically using custom workflow. link will give better understanding. But if you are using 365 make sure you need to modify as the stagedetails are in the bpf_XXX entity

    develop1.net/.../How-to-change-process-and-stage-programmatically

  • Ram2020 Profile Picture
    Ram2020 15 on at

    you can also do it simply using workflow as shown below without using javascript or custom coding

    www.powerobjects.com/.../

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